Integration¶
BondCare may be integrated with ClientCare, LegiCare and CashCare.
The integration with ClientCare allows details of Periodic Payments and Accommodation Charges generated by BondCare to be stored in the appropriate resident record so that these charges may be applied to the residents account as part of the automatic billing process. Any surplus or deficit at the termination of an agreement is also posted to the resident’s account to provide one point for the resolution of the resident’s affairs with the home.
For LegiCare integration the Integrate with LegiCare flag should be set to Yes. The following LegiCare Accounts set here or at, Accommodation. LegiCare Accounts set for the Accommodation override LegiCare Accounts set globally in this screen.
The Legicare Accounts that should be set in BondCare are:
| Bond Income: | Is usually the income account to the home resulting from Regular, usually monthly, retentions. |
|---|---|
| Bond Interest: | Is usually the income account for interest that accrues on unpaid Bonds |
| Funds Held: | The Bond amount goes here when it is received. |
| Funds Receivable: | |
| Bond Amounts owed to the home | |
| Transferable Liability: | |
| The liability that may be retained by the home through the Transfer/Retention process. | |
| Non Transferable Liability: | |
| The liability that must be returned to the resident at the completion of the Bond. | |
| Interest on Termination: | |
| The Expense incurred for holding a Bond beyond the departure date of the resident, includes all penalty charges. | |
Warning
In CashCare: The Sales Account on the Receive Bond Payment Transaction should be set to Funds Held
In ClientCare: In ClientCare the account set in the ‘Complete Bond’ transaction type must be set to Funds Held
For ClientCare the Integrate with ClientCare flag must be set to Yes, and the following ClientCare Transaction Types set here or, Accommodations. Transaction Types set for the Accommodation override Transaction Types set globally.
| Charge: | This is the ClientCare Transaction Type that will be used to apply Accommodation Charges to the residents account. It is set on the resident record when the Bond Agreement is first created. |
|---|---|
| Periodic Payment: | |
| This is the ClientCare Transaction Type that will be used to apply Periodic Payments to the residents account. It is set on the resident record when the Bond Agreement is first created. | |
| Adjustment: | This is the ClientCare Transaction Type that will be used to apply Adjustments to the residents account. |
| Refund: | This is the ClientCare Transaction Type that will be used to apply Refunds to the residents account. |
| Interest Due: | This is the ClientCare Transaction Type that will be used to apply Interest Charges to the residents account. |
| Interest Paid: | This transaction is used only if excess funds are paid and interest is due. |